Mark Schafer (CRD# 4935805) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Platte, NE and has over 18 years of experience in the finance industry.
CRD# 6402180
Lpl Financial LLC
CRD# 1944848
Ameriprise Financial Services, LLC
CRD# 6322296
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | North Platte, NE | Mar 2019 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | North Platte, NE | Mar 2019 - Current | 5 |
| First Investments & Planning | North Platte, NE | Mar 2019 - Current | 5 |
| First National Bank | North Platte, NE | Mar 2019 - Current | 5 |
| Wells Fargo Clearing Services, LLC | North Platte, NE | Nov 2016 - Mar 2019 | 2 |
| Wells Fargo Advisors LLC | North Platte, NE | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- NE
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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